See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,318 | $78,422+30.5% | $95,952+6.6% | $79,858+28.1% |
| Participation rate | 84.6% | 73.5%+11.1pp | 77.1%+7.5pp | 69.6%+15.0pp |
| Annual return | 4.53% | 19.37%-14.8pp | 91.61%-87.1pp | 31.71%-27.2pp |
| Employer contribution / active EE | $531 | $1,945-72.7% | $2,541-79.1% | $2,471-78.5% |
| Participant deferral / active EE | $2,995 | $3,440-12.9% | $4,167-28.1% | $3,740-19.9% |
| Admin fee / account holder | $8,429 | $5,622+49.9% | $6,795+24.0% | $5,306+58.8% |